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Best financial advisors in Marietta, GA

Registered advisers within 25 miles of Marietta, GA.

Offices
1,566
Firms
659
Combined AUM
$24.8T
Firm-wide filings, not assets booked only here
Clients
3.69M
3,692,202 clients when Item 5C has a number
Avg / client
$6.73M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
STRATEGIC ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MASTERPLAN RETIREMENT CONSULTANTS
GRADIENT INVESTMENTS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
REV CAPITAL, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NICHOLAS WEALTH MANAGEMENT
CORNERSTONE WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC

Investors

Damien Garner
LaRhonda Jones
JACKSON MAXWELL DAIGLE
Shannon Perren
Tanner Jeremy Goldsmith
EVAN MARK FRICKS
MARK BRIAN FRICKS
Ragan William Gootee
Ryan C Butterfield
Joshua Ryan Tenery
Draven Henderson
NATHANIEL PAPILLION
AUDREY K CROFT
GARRETT EDWIN HURST
Dylan Joseph Windish
LYNETTE SUE RINGSTAD
ANDREAS PHILIP WILDER
John Halliburton
James R DeLaurier
WILLIAM THOMAS DOWNEY
MARVIN ANDREW RIDDLE
Edith Boy
GREGORY JOSEPH SINATRA
CAREY SCOTT GREEN
GARY P PIKE
TIMOTHY PAUL EVANS
RICHARD ALLEN NIXON
Jared Chambers
Max J Rabin
Jeffery Parker Beamer
BAILEY ALEXANDER WOODS
Timothy Christian Hart
Amanda Serafino
DAVID ALEXIS NICHOLAS
Cynthia Joy Panian
Ian Sears
Logan Chase Pritchett
Jared Weston Chambers
Stephen Aaron Jones
Ella Katherine Young
RODNEY JAY MCKINE
JULIANA FERREIRA LEMOS KRISKE
VENUS JUSTICE

Within 25 miles of Marietta, GA, Best Investors lists 659 registered investment advisory firms with 1,566 offices nearby, managing about $24.8T in combined regulatory AUM across 3,692,202 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Marietta

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM